UHNW Mortgage Relationship Manager

Bank of America; Canfield (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America is actively seeking a Mortgage Lending Professional to develop and maintain a referral network for residential lending opportunities within Merrill Financial Advisors. The role involves interacting with clients to assess financing objectives, explain product policies, and ensure compliance with SAFE Act requirements while guiding deals from prospecting to closing.

The ideal candidate has 5+ years in loan origination for ultra-high net worth clients, strong communication skills,

Qualifications

• Requires 5+ years in a loan origination role with ultra-high net worth and affluent clients.
• Proven ability to prospect, generate leads, close business and meet production goals.
• Strong knowledge of credit solutions and mortgage products, including securities-based lending.
• Experience building and maintaining client relationships and understanding processing, underwriting, and closing.

Responsibilities

• Manage prospecting clients and initial structuring processes to determine lending needs.
• Negotiate lending terms, prepare documentation, and advise on policies and guidelines.
• Maintain a network of relationships to drive referrals for lending opportunities.
• Work with clients through final loan approval and closing and ensure data quality.
• Provide guidance to influence strategic direction and tactical decisions.
• Maintain knowledge of lending programs, policies, procedures, and regulatory requirements; understand Wealth Management products.
• Manage multiple tasks and prioritize in line with bank strategy.

Skills

Client Solutions Advisory

Collaboration

Data Privacy and Protection

Influence

Networking

Attention to Detail

Client Management

Credit Documentation Requirements

Customer and Client Focus

Problem Solving

Active Listening

Causation Analysis

Conflict Management

Loan Structuring

Referral Management

Education

Bachelor's Degree in Business or related field

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Office

Loan Origination Software

Job description

Bank of America is actively seeking a Mortgage Lending Professional to develop and maintain a referral network for residential lending opportunities within Merrill Financial Advisors. The role involves interacting with clients to assess financing objectives, explain product policies, and ensure compliance with SAFE Act requirements while guiding deals from prospecting to closing.

The ideal candidate has 5+ years in loan origination for ultra-high net worth clients, strong communication skills,